ESTX vs CFLO vs IVE

  • ESTX
  • CFLO
  • IVE

ESTX, CFLO and IVE hold at least 775 companies between them. 8 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXCFLOIVE
FundGlobal XBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.40%0.32%
Fund size$435.7m$26.0m$577.0m
Holdings50213694
1Y price return−5.3%+12.2%+2.3%
Distribution yield7.51%2.89%3.62%
Look-through coverage100.0%99.7%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • CFLO
  • IVE
  • ASML ASML HOLDING NVIn all 3ESTX10.4%CFLO4.0%IVE3.2%
  • PANW PALO ALTO NETWORKS INCIn 1 of 3ESTXnot heldCFLO5.3%IVEnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn 1 of 3ESTXnot heldCFLO4.9%IVEnot held
  • SIE SIEMENS AG-REGIn 2 of 3ESTX4.5%CFLOnot heldIVE1.1%
  • CRWD CROWDSTRIKE HOLDINGS INCIn 1 of 3ESTXnot heldCFLO4.4%IVEnot held

and 765 more companies the funds hold

How alike they are

Keep going

See ESTX + CFLO + IVE as one portfolioEvery company, where you'd own it twiceWhat moved ESTX this monthIts biggest gains and falls, by company